Current jobs related to Senior Wealth Manager - Gurgaon - Motilal Oswal Financial Services Ltd

  • Senior Manager

    2 weeks ago

    Gurgaon, India Prospurts Full time

    Job Description/ ResponsibilitiesWorking with a partner in managing the client accounts.Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting...

  • Senior manager

    5 days ago

    Gurgaon, India Prospurts Full time

    Job Description/ ResponsibilitiesWorking with a partner in managing the client accounts.Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting...

  • Senior Wealth Manager

    1 month ago

    Gurgaon, India Motilal Oswal Financial Services Ltd Full time

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

  • Senior wealth manager

    1 month ago

    Gurgaon, India Motilal Oswal Financial Services Ltd Full time

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

  • Senior Wealth Management Professional

    3 weeks ago

    Gurgaon, Haryana, India GlassBridge Consulting Full time

    **Job Title:** Senior Wealth Management Professional**About Us:** GlassBridge Consulting is a premier financial advisory firm that offers a range of services, including wealth management, retirement planning, and risk management.**Salary Range:** ₹2,500,000 - ₹5,000,000 per annum, depending on experience.**Job Description:**We are seeking an experienced...

  • Senior Manager

    4 days ago

    Gurgaon, India Prospurts Full time

    Job Description/ Responsibilities Working with a partner in managing the client accounts. Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework. Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio. ...

  • Senior Manager

    2 days ago

    Gurgaon, India Prospurts Full time

    Job Description/ Responsibilities- Working with a partner in managing the client accounts.- Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.- Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.-...

  • Wealth Sales Rm

    7 months ago

    Gurgaon, India Goalstox Technology Full time

    **Basic Min Criteria: - **Must be** currently based out of Gurugram / Delhi /NCR - ** Min 1-year Experienced** wealth manager with a portfolio of clients. - **Fresh Post Graduates** with NISM series -VA will also be considered. Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers. based out of our office...

  • Private wealth manager

    3 weeks ago

    Gurgaon, India IntelliInvest Full time

    Company DescriptionIntelli Invest offers a range of investment strategies and services utilizing technology and data analytics to cater to individual investors and institutions. Services include investment advisory, portfolio management, research tools, AI-powered solutions, and financial literacy education. The company combines market expertise with...

  • Private Wealth Manager

    4 weeks ago

    Gurgaon, India IntelliInvest Full time

    Company Description IntelliInvest offers a range of investment strategies and services utilizing technology and data analytics to cater to individual investors and institutions. Services include investment advisory, portfolio management, research tools, AI-powered solutions, and financial literacy education. The company combines market expertise with...

  • Private Wealth Manager

    4 weeks ago

    Gurgaon, India IntelliInvest Full time

    Company Description IntelliInvest offers a range of investment strategies and services utilizing technology and data analytics to cater to individual investors and institutions. Services include investment advisory, portfolio management, research tools, AI-powered solutions, and financial literacy education. The company combines market expertise with...

  • Wealth Management Operations Manager

    2 weeks ago

    Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full time

    Job Title: Wealth Management Operations ManagerAAGANERA CONSULTING PRIVATE LIMITED is looking for a talented Wealth Management Operations Manager to join our team. As a key member of our operations team, you will be responsible for managing the day-to-day operations of the company, which specializes in wealth management and mutual fund...

  • Wealth manager

    2 months ago

    Gurgaon, India Green Portfolio Full time

    About Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100...

  • Wealth manager

    4 weeks ago

    Gurgaon, India DeVere Group Full time

    Wealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, de Vere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice...

  • Director Wealth Management

    1 month ago

    Gurgaon, India Incedo Inc. Full time

    Position:Data & AI Delivery Leader, Wealth Management Account DeliveryLocation:GurgaonProfile Brief:Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.Data &AI Engagement Leader is a leadership role to...

  • Wealth manager

    4 weeks ago

    Gurgaon, India DeVere Group Full time

    Wealth Management Advisors wanted.As the world’s leading, independent digital private investment bank and asset management organisations, de Vere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.We advise over 100,000 clients across the globe with in excess of $12bn under advice and...

  • Director Wealth Management

    1 month ago

    Gurgaon, India Incedo Inc. Full time

    Position: Data & AI Delivery Leader, Wealth Management Account DeliveryLocation: GurgaonProfile Brief:Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.Data &AI Engagement Leader is a leadership role to...

  • Wealth manager

    4 weeks ago

    Gurgaon, India Green Portfolio Full time

    About UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

  • Wealth Sales Rm

    7 months ago

    Gurgaon, India Goalstox Technology Private Limited Full time

    **Basic Min Criteria**: Must be currently based out of Gurugram / Delhi /NCR Min 1-year Experienced wealth manager with a portfolio of clients. Fresh Post Graduates with NISM series -VA will also be considered. Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers. based out of our office at Gurugram. **Key...

  • Wealth Management Executive

    2 weeks ago

    Gurgaon, Haryana, India PRP Full time

    Job Description:We are looking for a highly skilled Wealth Management Executive to join our team at PRP Wealth. As a key member of our investment management team, you will be responsible for managing in-house funds, cash flow, and placement of fixed deposits.Responsibilities:Manage in-house fund of PRP Wealth, including cash flow management and placement of...

Senior Wealth Manager

1 month ago

Gurgaon, India Motilal Oswal Financial Services Ltd Full time

Company Description

Motilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. With a customer-first attitude, ethical and transparent business practice, respect for professionalism, and research-based value investing, we have grown into a 10,500+ member team with a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 5.2 Million+ customers. Our research is the foundation of our financial advice, and we invest almost 10% of our revenue in equity research, and currently have 25+ research analysts researching over 250 companies across 20 sectors.

Role Description

We are looking for a Sr. Wealth Manager for our Gurugram office. This is a full-time on-site role. As a Sr. Wealth Manager, you will be responsible for strengthening and managing relationships with high net worth individuals, identifying the customer's investment profile, developing and reviewing the customer's wealth management strategies, and managing their financial portfolios.

Qualifications

  • Bachelor's degree or higher in finance, business administration or a related field.
  • Minimum 5 years of experience in Wealth Management with proven track record of managing relationships with High Net Worth Individuals.
  • Firm foundation in finance and economics, with knowledge and experience in financial markets and investment products such as equities, bonds, mutual funds, derivatives, structured products, etc.
  • A strong understanding of financial planning, wealth management concepts and strategies, and related financial tools and techniques.
  • Excellent interpersonal and relationship management skills, advanced analytical and problem solving skills.
  • Currently working and having minimum aum of 50cr ( in MF, PMS, Equity )and above.

CTC- Depend upon the experience and expert level.